CEOJensen Huang took the stage atNvidia’s GTC conferencethis week in his signature leather jacket to deliver a two-and-a-half-hour keynote, projecting$1 trillionin AI chip sales through 2027, declaring that every company needs an “OpenClaw strategy,” and closing with a rambling Olaf robot that had to get its mic cut. The message was hard to miss: Nvidia wants to be foundational to everything, from AI training to autonomous vehicles to Disney parks.
On this episode of TechCrunch’sEquitypodcast,Kirsten Korosec, Anthony Ha, and Sean O’Kane break down what Nvidia’s growing web of AI infrastructure partnershipsactually meansfor startups, anddiscussmore of the week’s headlines.
Listen to the full episode to hear about:
- Travis Kalanick’s return building a “wheelbase for robots” with hisnew startup Atoms, andourquestions about Kalanick’s acquisitions along the way
- Rivian’s partnership with Uber to build robotaxi versions of its R2in a deal worth up to$1.25 billion, while pushing back its EBITDA target to do it
- Frore landing a$1.64 billionvaluationfor its AI chip cooling systems
- xAI rebooting, again, with only two of its original eleven co-founders still standing
- Garry Tan’s Claude Code setupwent viral at SXSW (and not necessarily for good reasons).
Subscribe to Equity onYouTube,Apple Podcasts,Overcast,Spotifyand all the casts. Youalso canfollow Equity onXandThreads, at @EquityPod.
Theresa Loconsolo is an audio producer at TechCrunch focusing on Equity, the network’s flagship podcast. Before joining TechCrunch in 2022, she was one of 2 producers at a four-station conglomerate where she wrote, recorded, voiced and edited content, and engineered live performances and interviews from guests like lovelytheband. Theresa is based in New Jersey and holds a bachelors degree in Communication from Monmouth University.
You can contact or verify outreach from Theresa by emailing [email protected].
Kirsten Korosec is a reporter and editor who has covered the future of transportation from EVs and autonomous vehicles to urban air mobility and in-car tech for more than a decade. She is currently the transportation editor at TechCrunch and co-host of TechCrunch’s Equity podcast. She is also co-founder and co-host of the podcast, “The Autonocast.” She previously wrote for Fortune, The Verge, Bloomberg, MIT Technology Review and CBS Interactive.
You can contact or verify outreach from Kirsten by emailing [email protected] or via encrypted message at kkorosec.07 on Signal.
Anthony Ha is TechCrunch’s weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City.
You can contact or verify outreach from Anthony by emailing [email protected].
Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
You can contact or verify outreach from Sean by emailing [email protected] or via encrypted message at okane.01 on Signal.